HM Payson & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HM Payson & Co’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$497K	Sell	9,269 -70	-0.7%	-$3.64K	0.01%	311
2026 Q1	$461K	Hold	9,339	–	–	0.01%	308
2025 Q4	$511K	Sell	9,339 -2,353	-20%	-$125K	0.01%	294
2025 Q3	$630K	Buy	11,692 +760	+7%	+$40.3K	0.01%	263
2025 Q2	$573K	Sell	10,932 -485	-4%	-$24K	0.01%	272
2025 Q1	$569K	Sell	11,417 -3	-0%	-$150	0.01%	270
2024 Q4	$552K	Hold	11,420	–	–	0.01%	270
2024 Q3	$518K	Buy	11,420 +1,445	+14%	+$63.1K	0.01%	279
2024 Q2	$410K	Buy	9,975 +183	+2%	+$7.53K	0.01%	305
2024 Q1	$412K	Buy	9,792 +221	+2%	+$8.72K	0.01%	307
2023 Q4	$360K	Sell	9,571 -1,000	-9%	-$34.6K	0.01%	314
2023 Q3	$351K	Hold	10,571	–	–	0.01%	304
2023 Q2	$356K	Sell	10,571 -1,086	-9%	-$35.4K	0.01%	302
2023 Q1	$375K	Sell	11,657 -250	-2%	-$8.69K	0.01%	288
2022 Q4	$407K	Sell	11,907 -164	-1%	-$5.55K	0.01%	269
2022 Q3	$366K	Sell	12,071 -606	-5%	-$20K	0.01%	277
2022 Q2	$399K	Buy	12,677 +1,606	+15%	+$55.5K	0.01%	273
2022 Q1	$424K	Sell	11,071 -340	-3%	-$13.3K	0.01%	287
2021 Q4	$446K	Buy	11,411 +2,000	+21%	+$78.6K	0.01%	293
2021 Q3	$353K	Buy	9,411 +340	+4%	+$12.7K	0.01%	309
2021 Q2	$333K	Hold	9,071	–	–	0.01%	320
2021 Q1	$309K	Sell	9,071 -2,037	-18%	-$65.4K	0.01%	326
2020 Q4	$327K	Hold	11,108	–	–	0.01%	320
2020 Q3	$267K	Sell	11,108 -1,590	-13%	-$38.7K	0.01%	322
2020 Q2	$294K	Hold	12,698	–	–	0.01%	291
2020 Q1	$264K	Hold	12,698	–	–	0.01%	281
2019 Q4	$391K	Hold	12,698	–	–	0.01%	288
2019 Q3	$356K	Sell	12,698 -820	-6%	-$22.6K	0.01%	307
2019 Q2	$373K	Sell	13,518 -4,767	-26%	-$129K	0.01%	305
2019 Q1	$470K	Buy	+18,285	New	+$472K	0.02%	207
2018 Q4	–	Sell	-15,485	Closed	-$427K	–	335
2018 Q3	$427K	Sell	15,485 -100	-0.6%	-$2.8K	0.02%	240
2018 Q2	$415K	Sell	15,585 -1,600	-9%	-$44.1K	0.02%	243
2018 Q1	$474K	Sell	17,185 -190	-1%	-$5.47K	0.02%	233
2017 Q4	$485K	Buy	17,375 +100	+0.6%	+$2.69K	0.02%	244
2017 Q3	$447K	Hold	17,275	–	–	0.02%	238
2017 Q2	$426K	Hold	17,275	–	–	0.02%	247
2017 Q1	$410K	Buy	17,275 +730	+4%	+$17.5K	0.02%	242
2016 Q4	$385K	Hold	16,545	–	–	0.02%	241
2016 Q3	$319K	Buy	16,545 +2,339	+16%	+$48.2K	0.02%	253
2016 Q2	$285K	Hold	14,206	–	–	0.01%	269
2016 Q1	$281K	Hold	14,206	–	–	0.01%	265
2015 Q4	$297K	Hold	14,206	–	–	0.02%	258
2015 Q3	$283K	Hold	14,206	–	–	0.02%	252
2015 Q2	$304K	Hold	14,206	–	–	0.02%	259
2015 Q1	$301K	Hold	14,206	–	–	0.02%	254
2014 Q4	$308K	Sell	14,206 -2,848	-17%	-$59.7K	0.02%	250
2014 Q3	$347K	Hold	17,054	–	–	0.02%	240
2014 Q2	$340K	Hold	17,054	–	–	0.02%	240
2014 Q1	$334K	Sell	17,054 -171	-1%	-$3.27K	0.02%	239
2013 Q4	$331K	Hold	17,225	–	–	0.02%	238
2013 Q3	$301K	Hold	17,225	–	–	0.02%	247
2013 Q2	$294K	Buy	+17,225	New	+$289K	0.02%	239

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HM Payson & Co's XLF Position: Q2 2026 in Review

HM Payson & Co reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.75% in Q2 2026, selling an estimated $3.64K and leaving 9,269 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #311.

HM Payson & Co first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $630K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

HM Payson & Co held 9,269 shares of State Street Financial Select Sector SPDR ETF worth $497K as of Q2 2026.
HM Payson & Co sold 70 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.64K.
State Street Financial Select Sector SPDR ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #311 holding.
HM Payson & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
HM Payson & Co's State Street Financial Select Sector SPDR ETF position peaked at $630K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.